Thoughts on the Market
Podcast image
How Oil Could Price Amid Mideast Tensions
4 mins; June 18, 2025
Why Markets Should Keep an Eye on Japan’s AI Playbook
4 mins; June 17, 2025
A Bullish Case for Large Cap U.S. Equities
5 mins; June 16, 2025
The Economic Stakes of President Trump’s Immigration Policy
10 mins; June 13, 2025
Midyear Credit Outlook: Slowdown in Europe
9 mins; June 12, 2025
What the New Tax Bill Means for Cross-Border Portfolios
3 mins; June 11, 2025
How China Is Rewriting the AI Code
3 mins; June 10, 2025
U.S. Financials Conference: Three Key Themes to Watch
10 mins; June 09, 2025
Standing by Our Outlook
9 mins; June 06, 2025
5 Reasons the Obesity Drug Market Remains Strong
3 mins; June 05, 2025
Midyear U.S. Credit Outlook: Why Investors Should Be Selective
7 mins; June 04, 2025
U.S. Shoppers Take Stock
9 mins; June 03, 2025
Why Equity Markets May Be Stronger Than You Think
4 mins; June 02, 2025
Why Interest Rates Matter Again
3 mins; May 30, 2025
What Now with Tariffs?
9 mins; May 29, 2025
How to Decode Tariff Signals
3 mins; May 28, 2025
Luxury Sector Tightens Its Belt
9 mins; May 27, 2025
Midyear U.S. Outlook: Equity Markets a Step Ahead?
4 mins; May 23, 2025
Midyear Global Outlook, Pt 2: Why the U.S. Still Leads Global Markets
8 mins; May 22, 2025
Midyear Global Outlook, Pt 1: Skewing to the Downside
10 mins; May 21, 2025
Japan Summit: Consumer Resilience and Trade Uncertainty
8 mins; May 20, 2025
Market Risks Persist After U.S.-China Trade Detente
4 mins; May 19, 2025
Lessons Amid the Market Rollercoaster
3 mins; May 16, 2025
The Rise Of The Humanoid Economy
10 mins; May 15, 2025
What the Tax Debate Could Mean for Markets
10 mins; May 14, 2025
Can Private Credit Weather Macro Risks?
6 mins; May 13, 2025
U.S.-China Trade Truce: What’s Next?
4 mins; May 12, 2025
The Eye of a Market Storm
3 mins; May 09, 2025
Why is the Taiwanese Dollar Suddenly Surging?
11 mins; May 08, 2025
Are Investors Searching for New ‘Safe Havens’?
5 mins; May 07, 2025
U.S. Economy: Solid Footing For Now, Uncertainty Ahead
11 mins; May 06, 2025
Munis: Tax-Free Income in Times of Stress
9 mins; May 05, 2025
Why the UK May Be Poised for a Surprising Rebound
8 mins; May 02, 2025
Can South Korea Afford To Grow Old?
4 mins; May 01, 2025
A Possible Roadmap for U.S. Tariff Policy
10 mins; April 30, 2025
Is the Oil Market Flashing a Potential Recession Warning?
4 mins; April 29, 2025
What Should Investors Expect from Earnings Season?
3 mins; April 28, 2025
Tariffs Could Drag on Growth in Asia as Well as U.S.
11 mins; April 25, 2025
Will Housing Prices Keep Climbing?
8 mins; April 24, 2025
Is the Beverage Industry Drying Up?
5 mins; April 23, 2025
How Investors are Playing Defense
4 mins; April 22, 2025
Recession Fears Are a Wild Card for Markets
5 mins; April 21, 2025
How Much More Could Your Smartphone Cost?
8 mins; April 17, 2025
Tariff Uncertainty Creates Opportunity in Credit
3 mins; April 16, 2025
Gold Rush Picks Up Speed
4 mins; April 15, 2025
Where Is the Bottom of the Market?
5 mins; April 14, 2025
Is the Market Rebound a Mirage?
4 mins; April 11, 2025
Why Tariffs Spurred a Dash for Cash
6 mins; April 10, 2025
Lingering Uncertainties After Tariff Reprieve
3 mins; April 09, 2025
Three Things That Could Ease Tariff Jitters
4 mins; April 08, 2025
Tariff Roundtable: Global Economy on the Brink of Recession?
11 mins; April 07, 2025
Tariff Fallout: Where Do Markets Go From Here?
3 mins; April 04, 2025
How Companies Can Navigate New Tariffs
12 mins; April 03, 2025
Faceoff: U.S. vs. European Equities
10 mins; April 02, 2025
What’s Weighing on U.S. Consumer Confidence?
9 mins; April 01, 2025
Are Any Stocks Immune to Tariffs?
4 mins; March 31, 2025
New Worries in the Credit Markets
3 mins; March 28, 2025
New Tariffs, News Patterns of Trade
9 mins; March 27, 2025
Is the Future of Food Fermented?
7 mins; March 26, 2025
European Banks Spark Rising Investor Interest
6 mins; March 25, 2025
Key Indicators of How Far Markets Could Rebound
4 mins; March 24, 2025
Investors Look Beyond U.S. for Opportunities
9 mins; March 21, 2025
Risks and Uncertainty in the Fed’s New Outlook
8 mins; March 20, 2025
Making a Bet on the Future of Betting
7 mins; March 19, 2025
What Could Weaken Strong Credit
3 mins; March 18, 2025
Is the Correction Over Yet?
5 mins; March 17, 2025
Credit Markets Remain Resilient, For Now
4 mins; March 14, 2025
India’s Resurgence Should Weather Trade Tensions
3 mins; March 13, 2025
The Other Policy Choices That Matter
2 mins; March 12, 2025
The AI Agents Are Here
11 mins; March 11, 2025
Why Uncertainty Won't Slow AI Hardware Investment
4 mins; March 10, 2025
Rewiring Global Trade
3 mins; March 07, 2025
Funding the Next Phase of AI Development
10 mins; March 06, 2025
Is There Too Much Focus on Fed’s Moves?
3 mins; March 05, 2025
What Will Tariffs Do to the U.S. Dollar?
10 mins; March 04, 2025
Will GenAI Turn a Profit in 2025?
12 mins; March 03, 2025
Searching for Signals in U.S. Policy Noise
3 mins; February 28, 2025
Shaky U.S. Consumer Confidence May Be a Leading Signal
4 mins; February 27, 2025
The Impact of Shifting Immigration Policy
4 mins; February 26, 2025
Cruises Set Sail for Private Islands
4 mins; February 25, 2025
What’s Behind the Recent Stock Tumble?
4 mins; February 24, 2025
How a Potential Ukraine Peace Deal Could Impact Airlines
3 mins; February 21, 2025
The Downside Risks of Reciprocal Tariffs
4 mins; February 20, 2025
A Rollercoaster Housing Market
7 mins; February 19, 2025
Finding Opportunity in an Uncertain U.S. Equity Market
4 mins; February 18, 2025
Trump 2.0 and the Potential Economic Impact of Immigration Policy
10 mins; February 14, 2025
How Do Tariffs Affect Currencies?
4 mins; February 13, 2025
The Credit Upside of Market Uncertainty
4 mins; February 12, 2025
The Rising Risk of Trade Tensions in Asia
4 mins; February 11, 2025
Who Might Benefit From Trump’s Tax Policy Proposals?
7 mins; February 10, 2025
The Disruption in the AI Market
4 mins; February 07, 2025
Chinese Airlines Breaking Through Turbulence
4 mins; February 06, 2025
Trump 2.0 and the Latest on Tariffs
2 mins; February 05, 2025
Trump 2.0 and the Future of Energy
11 mins; February 04, 2025
Tariffs and Tech Challenge Stocks
3 mins; February 03, 2025
Big Debates: Who Will Be the Trade Winners Under Trump?
10 mins; January 31, 2025
Managing Fiscal Policy Uncertainty Under Trump 2.0
9 mins; January 30, 2025
A Mixed Bag for Retail and Consumer Sectors
11 mins; January 29, 2025
Will Trump’s Tariffs Reshape Asian Economies?
6 mins; January 28, 2025
Europe’s Defense Dilemma
7 mins; January 27, 2025